Jacqueline Rodriguez
Professional Summary
Jacqueline Rodriguez, who also goes by Jacqueline Aguliar, Jacqueline Albelda, is a registered financial advisor currently at CGIS SECURITIES LLC located in Miami, Florida. Jacqueline is registered as a RR (Registered Representative) and started their career in finance in 2015. Jacqueline has worked at 1 firm and has passed the Series 7, SIE, Series 99 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jacqueline Aguliar, Jacqueline Albelda
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
CGIS SECURITIES LLC
Contact Information
Main Address
990 Biscayne Blvd Suite 0-901, Miami, FL 33132Mailing Address
990 Biscayne Blvd Suite 0-901, Miami, FL 33132Phone Number
(305) 507-4544Established
Delaware since 08/24/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jacqueline Rodriguez's CRS (Customer Relationship Summary).
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